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Dimensional US Small Cap Value ETF

440 hedge funds and large institutions have $3.65B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
176
Roberts, Glore & Co
Illinois
$2.29M
AIM
177
Advyzon Investment Management
Illinois
$2.28M
AUB
178
Atlantic Union Bankshares
Virginia
$2.19M
LFGO
179
Legacy Financial Group (Oklahoma)
Oklahoma
$2.16M
RCAG
180
Rehmann Capital Advisory Group
Michigan
$2.13M
EK
181
Evensky & Katz
Florida
$2.12M
VFG
182
V2 Financial group
Illinois
$2.11M
NWM
183
Northwest Wealth Management
Iowa
$2.1M
VW
184
Vance Wealth
California
$2.07M
BMWS
185
Brady Martz Wealth Solutions
North Dakota
$2.01M
KWA
186
Kingswood Wealth Advisors
California
$2.01M
RWM
187
Ruedi Wealth Management
Illinois
$2M
QHA
188
Quarry Hill Advisors
Minnesota
$1.94M
MWM
189
Mission Wealth Management
California
$1.94M
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$1.94M
MCM
191
MAI Capital Management
Ohio
$1.94M
EB
192
Emprise Bank
Kansas
$1.9M
MFT
193
Moisand Fitzgerald Tamayo
Florida
$1.88M
TWD
194
True Wealth Design
Ohio
$1.88M
FWP
195
Firethorn Wealth Partners
Georgia
$1.87M
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.85M
SAG
197
SageView Advisory Group
California
$1.79M
GCM
198
Gibraltar Capital Management
Oklahoma
$1.77M
AWA
199
Acorn Wealth Advisors
Michigan
$1.77M
AA
200
Aire Advisors
California
$1.74M